MWA

Moser Wealth Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 14.21%
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$820K
2
+$758K
3
+$673K
4
AMZN icon
Amazon
AMZN
+$597K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$596K

Top Sells

1
+$915K
2
+$883K
3
+$872K
4
WBD icon
Warner Bros
WBD
+$812K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$295K

Sector Composition

1 Technology 21.24%
2 Financials 10.36%
3 Consumer Discretionary 9.86%
4 Healthcare 7.84%
5 Consumer Staples 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
26
127
$3K ﹤0.01%
150
128
$3K ﹤0.01%
100
129
$2K ﹤0.01%
200
130
$2K ﹤0.01%
100
131
$1K ﹤0.01%
20
132
$1K ﹤0.01%
60
133
$1K ﹤0.01%
125
134
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135
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-11
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-3
137
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138
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139
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140
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-3,815
141
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142
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143
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-8
144
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-34,500
145
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-30
146
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-2,500
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6